SNT
WFM

Security National Trust’s Whole Foods Market Inc WFM Stock Holding History

Security National Trust’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,600
Closed -$320K – 422
2017
Q2 		$320K Hold
7,600
– – 0.11% 138
2017
Q1 		$226K Hold
7,600
– – 0.08% 162
2016
Q4 		$234K Hold
7,600
– – 0.08% 157
2016
Q3 		$215K Hold
7,600
– – 0.08% 162
2016
Q2 		$243K Hold
7,600
– – 0.09% 154
2016
Q1 		$236K Hold
7,600
– – 0.09% 154
2015
Q4 		$255K Hold
7,600
– – 0.1% 150
2015
Q3 		$240K Hold
7,600
– – 0.09% 159
2015
Q2 		$300K Hold
7,600
– – 0.11% 151
2015
Q1 		$396K Hold
7,600
– – 0.14% 129
2014
Q4 		$383K Hold
7,600
– – 0.14% 129
2014
Q3 		$290K Hold
7,600
– – 0.12% 143
2014
Q2 		$294K Hold
7,600
– – 0.11% 143
2014
Q1 		$385K Hold
7,600
– – 0.16% 120
2013
Q4 		$440K Hold
7,600
– – 0.18% 112
2013
Q3 		$445K Hold
7,600
– – 0.2% 106
2013
Q2 		$391K Buy
+7,600
New +$367K 0.19% 105

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